Clear (YOU): FY26 Q3 earnings call, Nov 4, 2026

Wed, Nov 4Earnings callSpeaker-labelled transcriptClear

On its Nov 4, 2026 earnings call (FY26 Q3), Clear said 4 of the 11 words Kalshi listed; Parrot’s count agreed with 10 of 11 settlements. Quotes below are at most 25 words each.

Updated

Markets

11 words · 4 settled yes · our count agreed on 10 of 11
Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability published before the event
WordResultOur countAll speakersAgreesProbabilityMarket
Medicare / Medicaid Yes33✓80%n=1+tx from settlement history blended with transcripts–
Agent / Agentic Yes33✓70%n=1+tx from settlement history blended with transcripts–
GovTech Yes22✓69%n=1+tx from settlement history blended with transcripts–
Shutdown / Shut Down Yes22✓55%n=1+tx from settlement history blended with transcripts–
AMEX / American Express No12✗62%n=1+tx from settlement history blended with transcripts–
TSA PreCheck No00✓40%n=1+tx from settlement history blended with transcripts–
REAL ID No00✓24%n=1+tx from settlement history blended with transcripts–
Social Security No00✓23%n=1+tx from settlement history blended with transcripts–
Home Depot No00✓22%n=1+tx from settlement history blended with transcripts–
FedRAMP No00✓19%n=1+tx from settlement history blended with transcripts–
Samsung No00✓11%n=1+tx from settlement history blended with transcripts–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Nov 4, 2026 14:49 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

1 match for “Deepfake”; 1 quoted, at least 25 words apart.

Caryn Seidman Beckercompanyprepared

…this world, both are more critical than ever. AI is industrializing fraud. Deepfakes impersonate employees, synthetic identities infiltrate institutions, and AI agents are creating an…

Where the listed words were said

Caryn Seidman Beckercompany“Medicare / Medicaid” · prepared

…contract with CMS, building on the secure, seamless sign-on we power for medicare.gov. Companies are facing enormous challenges securing their workers from hiring to document…

Caryn Seidman Beckercompany“GovTech” · prepared

…platform and a network of use cases across travel, workforce, healthcare, and govtech. Our long-held vision of enroll once and use everywhere is rolling. This…

Caryn Seidman Beckercompany“Shutdown / Shut Down” · qa

…experience, who are very aligned to continue to drive travel no matter shutdowns or no shutdowns. There's so much more we can be doing on…

Agents: this page as TSV at /api/v1/appearances/clear:2026-11-04:earnings_call · words: /api/v1/brief?appearance=clear:2026-11-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP